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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,025 | $102,595-75.6% | $94,057-73.4% | $154,746-83.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 16.66% | 583.42%-566.8pp | 480.62%-464.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,395 | $3,147-55.7% | $2,933-52.4% | $4,379-68.1% |
| Participant deferral / active EE | $2,865 | $5,118-44.0% | $4,709-39.2% | $6,730-57.4% |
| Admin fee / account holder | $336 | $7,736-95.7% | $7,244-95.4% | $14,365-97.7% |